Roush Investment Group
The Roush Group advocates for business owners and accomplished individuals in the central valley and central coast regions of California with independent, objective, fee-only financial advice. As a Registered Investment Advisor (RIA) and Accredited Investment Fiduciary® (AIF®), we uphold the industry’s highest standards of fiduciary care. Importantly, we adopted our fiduciary standard – ever
The Roush Group advocates for business owners and accomplished individuals in the central valley and central coast regions of California with independent, objective, fee-only financial advice. As a Registered Investment Advisor (RIA) and Accredited Investment Fiduciary® (AIF®), we uphold the industry’s highest standards of fiduciary care. Importantly, we adopted our fiduciary standard – everything we do is in your sole interest – well before the proposed DOL fiduciary rule emerged. Our Specialties Financial Life Planning Asset and Wealth Management Life Insurance as Alternative Assets Retirement Plans Estate/Trust Planning Succession Planning; Exit Modernizing the 401(k) Plan The Roush Group provides 401(k) plan clients a veritable command center of ERISA compliance. Ask us about our proprietary DCPro Process, designed to insulate plan sponsors from liability by wrapping plans in an unsurpassed protective shield of 3(21), 3(16), and 3(38) fiduciaries.
Address: 2014 Tulare Street, Suite 608 Fresno, CA 93721, USA
Phone: +1 559 579 1490
FAX: +1 559 490 2015
